Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund) vs Tata Hybrid Equity Fund compare

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Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth

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Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Fund	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Investment Plan	Growth	Growth
Level of Risk	High	Average
Asset Size (Cr)	₹7655 Cr	₹4166 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	14 Jan 2000	05 Jan 1996
Category	Aggressive	Aggressive
Fund Type	Open Ended	Open Ended
Benchmark	CRISIL Hybrid 35+65 Aggressive Index	CRISIL Hybrid 35+65 Aggressive Index
Turn Over	62%	4.76%
Expense Ratio	1.86	1.92
Manager	Dwijendra Srivastava	Murthy Nagarajan
ISIN Code	INF173K01CL8	INF277K01303
Exits Load	Sundaram Aggressive Hybrid Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365	Tata Hybrid Equity Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Month	-0.34%	1.08%
6 Month	1.89%	3.4%
1 Year	5.26%	6.84%
3 Year	13.12%	12.21%
5 Year	12.8%	13.1%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
6 Month	2.49%	3.89%
1 Year	11.12%	13.72%
3 Year	11.5%	10.79%
5 Year	11.67%	11.43%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
1 Year	12.07%	12.75%
3 Year	13.72%	14.59%
5 Year	13.33%	15.26%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Standard Deviation	8.82%	9.21%
Sharp	0.67%	0.53%
Beta	1.13%	1.16%
Alpha	0.01%	-1.43%

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Name	Dwijendra Srivastava	Murthy Nagarajan
Total AUM	₹14140 Cr	₹18015 Cr
Funds Managed	14	11
	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	31.51	24.74
Large Cap	54.29	55.06
Mid Cap	10.77	9.16
Small Cap	2.88	11.11

Scheme Name	Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)-Growth	Tata Aggressive Hybrid Fund- Regular Plan - Growth Option
Others	31.51	24.74
Petroleum Products	5.17	5.46
Finance	5.84	4.15
IT - Software	3.68	6.29
Capital Markets	2.38	-
Construction	3.11	4.7
Diversified FMCG	1.57	4.03
Banks	16.88	17.17
Pharmaceuticals & Biotechnology	1.68	3.04
Cement & Cement Products	2.37	3.22
Leisure Services	1.53	-
Healthcare Services	0.83	-
Automobiles	5.36	5.05
Insurance	0.43	0.92
Gas	0.25	-
Fertilizers & Agrochemicals	1.61	1.82
Agricultural Food & other Products	1.1	2.41
Beverages	1.17	1.96
Power	0.75	1.04
Aerospace & Defense	1.35	-
Industrial Products	1.65	1.08
Chemicals & Petrochemicals	0.6	-
Consumer Durables	0.21	1.33
Telecom - Services	3.83	5.95
Auto Components	1.67	0.84
Financial Technology (Fintech)	1.07	-
Transport Services	1.29	-
Realty	0.56	0.45
Industrial Manufacturing	-	1.17
Personal Products	-	1.06
Transport Infrastructure	-	1.09
Retailing	-	1.1